Wealth Client Relations Manager – Growth & Events

Saint Cyr Partners; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan

Paid time off

Job summary

Saint Cyr Partners seeks a Client Relationship Manager in Melville, NY. The role focuses on building and maintaining client relationships, supporting financial advisors, and delivering an outstanding client experience in wealth management.

You will coordinate seminars and workshops, assist with marketing initiatives, and manage CRM records and scheduling. The ideal candidate has 5+ years in relevant roles, strong communication, and CRM proficiency.

Qualifications

• 5+ years of relevant experience required.
• Strong communication, organizational, and interpersonal skills mandatory.
• Proficiency in Microsoft Office; Salesforce or similar CRM experience preferred.
• Event planning and marketing experience are a plus.
• Series 7, 63/65/66, or Notary Public credentials are a plus.

Responsibilities

• Build and maintain strong client relationships.
• Support financial advisors and deliver an exceptional client experience.
• Coordinate client seminars, networking events, and educational workshops.
• Assist with LinkedIn, social media, and marketing initiatives.
• Manage CRM records, scheduling, and day-to-day office operations.

Skills

Communication

Organization

Interpersonal skills

Education

Series 7/63/65/66 optional

Notary Public optional

Tools

Microsoft Office

Salesforce

Job description

Saint Cyr Partners seeks a Client Relationship Manager in Melville, NY. The role focuses on building and maintaining client relationships, supporting financial advisors, and delivering an outstanding client experience in wealth management.

You will coordinate seminars and workshops, assist with marketing initiatives, and manage CRM records and scheduling. The ideal candidate has 5+ years in relevant roles, strong communication, and CRM proficiency.